13F 机构持仓

SIGMA INVESTMENT COUNSELORS INC

NORTHVILLE MI · SEC CIK 0001085163

2026Q22026Q1 更早 9 个季度 🔒
$20.52亿2026Q2 申报市值
218持仓数
51.6%前十大占比 · 第一大 19.3%
23 / 6新建仓 / 清仓
申报市值走势$20.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 19.3%
VEA 7.8%
IJH 7.1%
IJR 3.9%
VTV 2.7%
VWO 2.4%
RSP 2.2%
STIP 2.1%
IWB 2.1%
SJNK 2.1%

2026Q2 买入最多 按季末市值估算

RSP 加仓+$1,962.40万
VTV 加仓+$1,522.92万
IBDZ 加仓+$578.60万
IBDY 加仓+$240.45万
IBDX 加仓+$186.53万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$4,246.58万
IJH 减仓-$467.84万
NVDA 减仓-$290.75万
AAPL 减仓-$277.47万
IJR 减仓-$268.29万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SCHA SCHWAB STRATEGIC TR $62.65万0.03%17,341 -1,119-6.1% -$4.04万 减仓
CSCO CISCO SYS INC $64.30万0.03%5,474 81517.5% $9.57万 加仓
XLI SELECT SECTOR SPDR TR $65.74万0.03%3,549 -900-20.2% -$16.67万 减仓
BAC BANK OF AMER CORP $68.79万0.03%12,073 6245.5% $3.56万 加仓
SCHW SCHWAB CHARLES CORP $75.19万0.04%8,149 4,784142.2% $44.14万 加仓
TPLC TIMOTHY PLAN $76.66万0.04%15,225 800.5% $4,028 加仓
CVX CHEVRON CORPORATION $79.38万0.04%4,789 -290-5.7% -$4.81万 减仓
LECO LINCOLN ELEC HLDGS INC $79.65万0.04%3,000 00.0% — 不变
MRK MERCK & CO INC $81.38万0.04%6,333 1,42529.0% $18.31万 加仓
SCHF SCHWAB STRATEGIC TR $85.77万0.04%30,963 -541-1.7% -$1.50万 减仓
AXP AMERICAN EXPRESS CO $88.49万0.04%2,616 -760-22.5% -$25.71万 减仓
SCHM SCHWAB STRATEGIC TR $88.87万0.04%24,105 -786-3.2% -$2.90万 减仓
XPO XPO INC $92.87万0.05%4,524 -1,735-27.7% -$35.62万 减仓
ESGD ISHARES TR $104.79万0.05%10,193 00.0% — 不变
DTE DTE ENERGY CO $108.58万0.05%7,126 -270-3.7% -$4.11万 减仓
ORCL ORACLE CORP $108.81万0.05%7,425 1,27020.6% $18.61万 加仓
INTC INTEL CORP $118.60万0.06%8,494 3,60073.6% $50.27万 加仓
DECK DECKERS OUTDOOR CORP $119.35万0.06%12,020 -306-2.5% -$3.04万 减仓
HD HOME DEPOT INC $120.17万0.06%3,407 35011.4% $12.34万 加仓
MU MICRON TECHNOLOGY INC $120.54万0.06%1,044 -4-0.4% -$4,618 减仓
IVW ISHARES TR $121.33万0.06%8,822 -21-0.2% -$2,888 减仓
VGT VANGUARD WORLD FD $126.71万0.06%10,602 2262.2% $2.70万 加仓
RTX RTX CORPORATION $128.77万0.06%7,198 1231.7% $2.20万 加仓
CPRT COPART INC $141.58万0.07%50,224 -2,437-4.6% -$6.87万 减仓
XLF SELECT SECTOR SPDR TR $151.29万0.07%28,221 -8,571-23.3% -$45.95万 减仓
IWD ISHARES TR $151.74万0.07%6,259 3475.9% $8.41万 加仓
XLC SELECT SECTOR SPDR TR $153.82万0.07%14,358 -744-4.9% -$7.97万 减仓
LLY ELI LILLY & CO $157.71万0.08%1,315 00.0% — 不变
GE GE AEROSPACE $181.00万0.09%4,843 3,904415.8% $145.91万 加仓
IDEV ISHARES TR $189.96万0.09%21,341 -18-0.1% -$1,602 减仓
PGR PROGRESSIVE CORP $201.62万0.10%9,229 -489-5.0% -$10.68万 减仓
JNJ JOHNSON & JOHNSON $206.42万0.10%8,128 -1,649-16.9% -$41.88万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $219.23万0.11%4,381 180.4% $9,007 加仓
SCHB SCHWAB STRATEGIC TR $220.43万0.11%76,114 1,1391.5% $3.30万 加仓
LII LENNOX INTL INC $224.48万0.11%3,918 -490-11.1% -$28.07万 减仓
TSLA TESLA INC $228.25万0.11%5,427 00.0% — 不变
SUB ISHARES TR $247.93万0.12%23,286 00.0% — 不变
GOOG ALPHABET INC $269.49万0.13%7,627 -613-7.4% -$21.66万 减仓
IVE ISHARES TR $273.40万0.13%12,041 -305-2.5% -$6.93万 减仓
TIP ISHARES TR $278.52万0.14%25,452 -1,319-4.9% -$14.43万 减仓
KMI KINDER MORGAN INC DEL $280.06万0.14%87,600 -2,828-3.1% -$9.04万 减仓
PSA PUBLIC STORAGE $280.76万0.14%8,820 -732-7.7% -$23.30万 减仓
SLB SLB LIMITED $289.48万0.14%62,266 -4-0.0% -$186 减仓
APO APOLLO GLOBAL MGMT INC $307.80万0.15%26,016 2,81612.1% $33.32万 加仓
PRF INVESCO EXCHANGE TRADED FD T $337.07万0.16%62,385 -200-0.3% -$1.08万 减仓
NOW SERVICENOW INC $343.87万0.17%34,636 -685-1.9% -$6.80万 减仓
SCHX SCHWAB STRATEGIC TR $344.52万0.17%117,063 -2,511-2.1% -$7.39万 减仓
PLD PROLOGIS INC. $351.17万0.17%25,922 -2,359-8.3% -$31.96万 减仓
COR CENCORA INC $376.46万0.18%13,304 -1,325-9.1% -$37.49万 减仓
ETN EATON CORP PLC $387.65万0.19%9,097 -165-1.8% -$7.03万 减仓
XLE SELECT SECTOR SPDR TR $414.65万0.20%78,073 -5,012-6.0% -$26.62万 减仓
UNH UNITEDHEALTH GROUP INC $428.48万0.21%10,309 -1,752-14.5% -$72.82万 减仓
EFA ISHARES TR $430.13万0.21%41,406 5311.3% $5.52万 加仓
PG PROCTER & GAMBLE CO $435.34万0.21%29,688 -2,019-6.4% -$29.61万 减仓
DHR DANAHER CORP DEL $437.09万0.21%22,947 -3,309-12.6% -$63.03万 减仓
TDG TRANSDIGM GROUP INC $440.96万0.21%3,310 -144-4.2% -$19.18万 减仓
VRTX VERTEX PHARMACEUTICALS INC $451.45万0.22%9,089 -528-5.5% -$26.23万 减仓
SHYG ISHARES TR $459.85万0.22%108,428 -1,810-1.6% -$7.68万 减仓
ITOT ISHARES TR $479.89万0.23%29,213 430.1% $7,064 加仓
NEE NEXTERA ENERGY INC $484.83万0.24%55,239 -3,137-5.4% -$27.53万 减仓
XLK SELECT SECTOR SPDR TR $496.30万0.24%26,050 -2,031-7.2% -$38.69万 减仓
— EXXON MOBIL CORP $506.52万0.25%37,048 -2,381-6.0% -$32.55万 减仓
KO COCA COLA CO $510.90万0.25%62,864 -1,927-3.0% -$15.66万 减仓
IWF ISHARES TR $517.70万0.25%41,693 -1,135-2.7% -$14.09万 减仓
V VISA INC $561.91万0.27%16,378 -386-2.3% -$13.24万 减仓
ISRG INTUITIVE SURGICAL INC $591.85万0.29%14,883 -1,058-6.6% -$42.07万 减仓
VCSH VANGUARD SCOTTSDALE FDS $612.85万0.30%77,547 -4,419-5.4% -$34.92万 减仓
AJG GALLAGHER ARTHUR J & CO $617.58万0.30%26,902 -4,349-13.9% -$99.84万 减仓
SNA SNAP ON INC $618.54万0.30%15,371 -1,189-7.2% -$47.85万 减仓
VOO VANGUARD INDEX FDS $621.34万0.30%9,047 -1,208-11.8% -$82.96万 减仓
AVGO BROADCOM INC $629.06万0.31%16,653 -677-3.9% -$25.57万 减仓
UPS UNITED PARCEL SVCS INC $631.83万0.31%58,775 -242-0.4% -$2.60万 减仓
LOW LOWES COS INC $636.54万0.31%28,869 -1,762-5.8% -$38.85万 减仓
NUE NUCOR CORP $645.06万0.31%28,959 -3,965-12.0% -$88.32万 减仓
ANET ARISTA NETWORKS INC $658.37万0.32%38,755 -2,763-6.7% -$46.94万 减仓
CRWD CROWDSTRIKE HLDGS INC $702.15万0.34%9,201 2512.8% $19.15万 加仓
VCIT VANGUARD SCOTTSDALE FDS $769.28万0.37%93,077 -8,931-8.8% -$73.81万 减仓
ABBV ABBVIE INC $786.06万0.38%31,238 -2,491-7.4% -$62.68万 减仓
IEMG ISHARES INC $819.86万0.40%98,969 -4,801-4.6% -$39.77万 减仓
IAU ISHARES GOLD TR $863.70万0.42%114,383 -3,667-3.1% -$27.69万 减仓
VYM VANGUARD WHITEHALL FDS $873.94万0.43%55,302 -225-0.4% -$3.56万 减仓
META META PLATFORMS INC $919.59万0.45%16,325 -2,503-13.3% -$140.99万 减仓
SNPS SYNOPSYS INC $919.79万0.45%20,620 -3,478-14.4% -$155.14万 减仓
KLAC KLA CORP $949.64万0.46%31,475 -3,075-8.9% -$92.78万 减仓
IAUM ISHARES GOLD TRUST MICRO $957.11万0.47%239,218 -5,282-2.2% -$21.13万 减仓
TJX TJX COS INC NEW $1,004.52万0.49%66,305 -6,654-9.1% -$100.81万 减仓
GS GOLDMAN SACHS GROUP INC $1,061.08万0.52%10,492 -1,250-10.6% -$126.42万 减仓
URI UNITED RENTALS INC $1,067.46万0.52%9,422 -667-6.6% -$75.57万 减仓
COST COSTCO WHOLESALE CORPORATION $1,104.33万0.54%11,805 -644-5.2% -$60.24万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,164.97万0.57%15,600 -331-2.1% -$24.72万 减仓
GOOGL ALPHABET INC $1,181.95万0.58%33,073 -2,848-7.9% -$101.78万 减仓
GBDC GOLUB CAP BDC INC $1,188.10万0.58%922,439 -13,934-1.5% -$17.95万 减仓
SYK STRYKER CORPORATION $1,254.45万0.61%39,844 -49-0.1% -$1.54万 减仓
ARCC ARES CAPITAL CORP $1,447.41万0.71%781,116 -26,236-3.2% -$48.62万 减仓
JPM JPMORGAN CHASE & CO $1,499.50万0.73%45,810 -3,574-7.2% -$116.99万 减仓
AMZN AMAZON COM INC $1,658.34万0.81%69,579 -7,832-10.1% -$186.67万 减仓
IWM ISHARES TR $1,659.87万0.81%55,246 -3,792-6.4% -$113.93万 减仓
MSFT MICROSOFT CORP $1,784.42万0.87%47,837 -2,905-5.7% -$108.36万 减仓
VTI VANGUARD INDEX FDS $1,859.02万0.91%50,238 -1,506-2.9% -$55.73万 减仓
QQQ INVESCO QQQ TR $1,862.99万0.91%25,299 -146-0.6% -$10.75万 减仓